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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,782 | $50,860-70.9% | $155,574-90.5% | $77,714-81.0% |
| Participation rate | 14.9% | 63.1%-48.2pp | 78.2%-63.3pp | 70.6%-55.6pp |
| Annual return | 19.03% | 34.86%-15.8pp | 64.87%-45.8pp | 31.26%-12.2pp |
| Employer contribution / active EE | $479 | $1,991-75.9% | $4,676-89.8% | $2,727-82.4% |
| Participant deferral / active EE | $982 | $2,825-65.2% | $5,629-82.6% | $4,649-78.9% |
| Admin fee / account holder | $3,560 | $436+715.7% | $15,914-77.6% | $433+721.8% |